Short-Range Actuarial Projections of the Old-Age, Survivors, and Disability Insurance Program, 2001
Actuarial Study No. 115
Chris Motsiopoulos and Tim Zayatz, A.S.A. |
|
|
|
IV. TRUST FUND INCOME AND OUTGO
Table IV.5.—Benefits Withheld from Nonresident Aliens and Credited to the
OASI and DI Trust Funds
(Calendar years 1984-2000, and calendar quarters 2001-10)
[Amounts in millions]
Calendar period |
OASI Trust Fund |
DI Trust Fund |
|
|
Fraction payable to nonresident aliens (percent)
|
Fraction withheld (percent)
|
|
|
Fraction payable to nonresident aliens (percent)
|
Fraction withheld (percent)
|
|
|
$157,862.0 |
0.341 |
15.0 |
$80.9 |
$17,900.1 |
0.152 |
15.0 |
$4.0 |
$84.9 |
|
167,359.6 |
.298 |
15.0 |
74.8 |
18,835.9 |
.138 |
15.0 |
3.9 |
78.7 |
|
176,844.4 |
.266 |
15.0 |
70.6 |
19,846.8 |
.121 |
15.0 |
3.6 |
74.2 |
|
183,644.1 |
.242 |
15.0 |
66.9 |
20,511.5 |
.111 |
15.0 |
3.4 |
70.4 |
|
195,521.7 |
.240 |
15.0 |
70.5 |
21,692.2 |
.109 |
15.0 |
3.6 |
74.0 |
|
207,977.0 |
.235 |
15.0 |
73.3 |
22,873.4 |
.108 |
15.0 |
3.7 |
77.0 |
|
222,992.9 |
.228 |
15.0 |
76.4 |
24,803.3 |
.102 |
15.0 |
3.8 |
80.1 |
|
240,436.2 |
.223 |
15.0 |
80.3 |
27,661.7 |
.095 |
15.0 |
3.9 |
84.2 |
|
254,939.4 |
.202 |
15.0 |
77.3 |
31,091.2 |
.081 |
15.0 |
3.8 |
81.1 |
|
267,804.5 |
.196 |
15.0 |
78.6 |
34,597.7 |
.076 |
15.0 |
3.9 |
82.6 |
|
279,117.7 |
.190 |
15.0 |
79.7 |
37,716.8 |
.071 |
15.0 |
4.0 |
83.8 |
|
291,682.3 |
.182 |
25.5 |
135.2 |
40,898.2 |
.063 |
25.5 |
6.5 |
141.8 |
|
302,914.4 |
.248 |
25.5 |
191.9 |
44,173.9 |
.080 |
25.5 |
9.0 |
200.9 |
|
316,311.1 |
.247 |
25.5 |
198.9 |
45,659.3 |
.076 |
25.5 |
8.9 |
207.8 |
|
326,817.3 |
.175 |
25.5 |
146.0 |
48,173.4 |
.052 |
25.5 |
6.4 |
152.4 |
|
334,437.2 |
.160 |
25.5 |
136.6 |
51,331.0 |
.044 |
25.5 |
5.7 |
142.3 |
|
352,706.5 |
.154 |
25.5 |
138.5 |
54,938.3 |
.040 |
25.5 |
5.7 |
144.2 |
|
92,332.2 |
.153 |
25.5 |
36.0 |
14,524.1 |
.039 |
25.5 |
1.4 |
37.4 |
|
92,845.9 |
.153 |
25.5 |
36.2 |
14,667.3 |
.039 |
25.5 |
1.5 |
37.7 |
|
93,022.8 |
.153 |
25.5 |
36.6 |
14,791.9 |
.039 |
25.5 |
1.5 |
38.1 |
|
93,592.3 |
.153 |
25.5 |
36.5 |
14,958.0 |
.039 |
25.5 |
1.5 |
38.0 |
|
96,456.5 |
.153 |
25.5 |
37.6 |
15,569.7 |
.039 |
25.5 |
1.5 |
39.2 |
|
97,072.2 |
.153 |
25.5 |
37.9 |
15,745.1 |
.039 |
25.5 |
1.6 |
39.4 |
|
97,301.6 |
.153 |
25.5 |
38.0 |
15,889.6 |
.039 |
25.5 |
1.6 |
39.5 |
|
97,911.8 |
.153 |
25.5 |
38.2 |
16,073.2 |
.039 |
25.5 |
1.6 |
39.8 |
|
101,009.6 |
.153 |
25.5 |
39.4 |
16,834.3 |
.039 |
25.5 |
1.7 |
41.1 |
|
101,665.1 |
.153 |
25.5 |
39.7 |
17,052.2 |
.039 |
25.5 |
1.7 |
41.4 |
|
101,911.1 |
.153 |
25.5 |
39.8 |
17,235.5 |
.039 |
25.5 |
1.7 |
41.5 |
|
102,546.3 |
.153 |
25.5 |
40.0 |
17,460.5 |
.039 |
25.5 |
1.7 |
41.7 |
|
105,947.7 |
.153 |
25.5 |
41.3 |
18,317.5 |
.039 |
25.5 |
1.8 |
43.2 |
|
106,719.8 |
.153 |
25.5 |
41.6 |
18,555.6 |
.039 |
25.5 |
1.8 |
43.5 |
|
107,031.0 |
.153 |
25.5 |
41.8 |
18,755.4 |
.039 |
25.5 |
1.9 |
43.6 |
|
107,725.8 |
.153 |
25.5 |
42.0 |
19,000.1 |
.039 |
25.5 |
1.9 |
43.9 |
|
111,456.1 |
.153 |
25.5 |
43.5 |
19,953.9 |
.039 |
25.5 |
2.0 |
45.5 |
|
112,326.0 |
.153 |
25.5 |
43.8 |
20,213.5 |
.039 |
25.5 |
2.0 |
45.8 |
|
112,694.3 |
.153 |
25.5 |
44.0 |
20,430.9 |
.039 |
25.5 |
2.0 |
46.0 |
|
113,454.9 |
.153 |
25.5 |
44.3 |
20,696.6 |
.039 |
25.5 |
2.1 |
46.3 |
|
117,528.0 |
.153 |
25.5 |
45.9 |
21,743.1 |
.039 |
25.5 |
2.2 |
48.0 |
|
118,447.1 |
.153 |
25.5 |
46.2 |
22,021.1 |
.039 |
25.5 |
2.2 |
48.4 |
|
118,849.4 |
.153 |
25.5 |
46.4 |
22,252.5 |
.039 |
25.5 |
2.2 |
48.6 |
|
119,697.3 |
.153 |
25.5 |
46.7 |
22,536.1 |
.039 |
25.5 |
2.2 |
48.9 |
|
124,178.6 |
.153 |
25.5 |
48.4 |
23,673.7 |
.039 |
25.5 |
2.4 |
50.8 |
|
125,168.6 |
.153 |
25.5 |
48.8 |
23,964.4 |
.039 |
25.5 |
2.4 |
51.2 |
|
125,628.5 |
.153 |
25.5 |
49.0 |
24,204.8 |
.039 |
25.5 |
2.4 |
51.4 |
|
126,623.8 |
.153 |
25.5 |
49.4 |
24,501.6 |
.039 |
25.5 |
2.4 |
51.8 |
|
131,542.2 |
.153 |
25.5 |
51.3 |
25,724.4 |
.039 |
25.5 |
2.6 |
53.9 |
|
132,731.3 |
.153 |
25.5 |
51.8 |
26,023.5 |
.039 |
25.5 |
2.6 |
54.4 |
|
133,331.5 |
.153 |
25.5 |
52.0 |
26,269.0 |
.039 |
25.5 |
2.6 |
54.6 |
|
134,544.1 |
.153 |
25.5 |
52.5 |
26,575.7 |
.039 |
25.5 |
2.6 |
55.1 |
|
140,020.2 |
.153 |
25.5 |
54.6 |
27,867.1 |
.039 |
25.5 |
2.8 |
57.4 |
|
141,478.8 |
.153 |
25.5 |
55.2 |
28,131.4 |
.039 |
25.5 |
2.8 |
58.0 |
|
142,280.1 |
.153 |
25.5 |
55.5 |
28,340.4 |
.039 |
25.5 |
2.8 |
58.3 |
|
143,797.7 |
.153 |
25.5 |
56.1 |
28,617.3 |
.039 |
25.5 |
2.8 |
58.9 |
|
149,711.6 |
.153 |
25.5 |
58.4 |
29,984.2 |
.039 |
25.5 |
3.0 |
61.4 |
|
151,088.5 |
.153 |
25.5 |
58.9 |
30,283.9 |
.039 |
25.5 |
3.0 |
62.0 |
|
151,883.2 |
.153 |
25.5 |
59.3 |
30,523.4 |
.039 |
25.5 |
3.0 |
62.3 |
|
153,629.1 |
.153 |
25.5 |
59.9 |
30,835.5 |
.039 |
25.5 |
3.1 |
63.0 |
Sources:
· Total benefits shown earlier.
· Historical fraction payable to nonresident aliens computed as: total withheld divided by total benefits divided by fraction withheld; future fractions payable to nonresident aliens projected to remain at last known rate.
· Fraction withheld set at 25.5 percent. See text discussion in section IV.A., for explanation of the determination of this number.
· Historical amounts withheld based on monthly report from the Office of Financial Planning and Operations; future amounts computed as: total benefits times fraction payable to nonresident aliens times fraction withheld.
Note: Future estimates based on 2001 Trustees Report intermediate set of assumptions.
List of Studies
December 26, 2001